+89.6%
DE vs BEN
+86.4%
+3.3%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.9% |
| 7D | +0.3% | +6.8% | -6.5% | -1.8% |
| 30D | +3.6% | +18.0% | -14.4% | -1.9% |
| 3M | +10.2% | +7.5% | +2.8% | +7.4% |
| 6M | +16.6% | +14.7% | +1.9% | +10.8% |
| YTD | +45.8% | +56.1% | -10.3% | +23.2% |
| 1Y | +43.9% | +69.6% | -25.7% | +17.8% |
| 3Y | +89.6% | +87.7% | +1.9% | +46.7% |
| All | +89.6% | +86.4% | +3.3% | +46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded BEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling